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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

791 hedge funds and large institutions have $33.2B invested in iShares Core S&P 500 ETF in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 350 increasing their positions, 267 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
791
Holders Change
-11
Holders Change %
-1.37%
% of All Funds
21.1%
Holding in Top 10
217
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.33%
% of All Funds
5.79%
New
58
Increased
350
Reduced
267
Closed
59
Calls
$36.4M
Puts
$9.29M
Net Calls
+$27.1M
Net Calls Change
+$3.59M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.54B
2
BlackRock
BlackRock
New York
$3.34B
3
AA
ALPS Advisors
Colorado
$191M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$324M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$372M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$449M
2
Bessemer Group
Bessemer Group
New Jersey
$262M
3
PPFA
Provida Pension Fund Administrator
Chile
$502M
4
SMM
Stadion Money Management
Georgia
$734M
5
GHF
Good Harbor Financial
Illinois
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
776
Shamrock Asset Management
Texas
$17K -$1.02K -5 -6%
BCM
777
Blume Capital Management
California
$16K +$16K +75 New
BAM
778
Barrett Asset Management
New York
$15K -$489K -2,283 -97%
TCM
779
Tradewinds Capital Management
Washington
$12K – – –
TC
780
Trust Company
Kansas
$12K +$12K +58 New
Canada Life
781
Canada Life
Manitoba, Canada
$11K – – –
VC
782
Vicus Capital
Pennsylvania
$9.54K -$8.84K -42,519 -48%
DW
783
Domani Wealth
Pennsylvania
$8.83K +$8.83K +1,835 New
AFIA
784
America First Investment Advisors
Nebraska
$8K -$18.4K -85 -70%
FCT
785
Family Capital Trust
Massachusetts
$8K – – –
BAM
786
Bruderman Asset Management
New York
$6K +$6K +30 New
IA
787
IndexIQ Advisors
New York
$4K -$1.33K -7 -25%
BWA
788
Burt Wealth Advisors
Maryland
$2K – – –
SGC
789
South Georgia Capital
Illinois
$1K -$3K -12 -75%
CWM
790
Catamount Wealth Management
Connecticut
$1K – – –
FSIM
791
F-Squared Investment Management
Massachusetts
– -$63M -304,626 Closed
Deutsche Bank
792
Deutsche Bank
Germany
– -$58.3M -281,692 Closed
MSA
793
Mason Street Advisors
Wisconsin
– -$57.5M -277,735 Closed
HH
794
HWG Holdings
Texas
– -$28.7M -138,913 Closed
Citadel Advisors
795
Citadel Advisors
Florida
– -$21M -101,553 Closed
AssetMark Inc
796
AssetMark Inc
California
– -$19.4M -93,667 Closed
LCG
797
Luxor Capital Group
New York
– -$18.5M -89,377 Closed
TAT
798
TD Ameritrade Trust
Colorado
– -$15.4M -73,688 Closed
NFM
799
North Forty Management
Washington
– -$8.94M -43,200 Closed
JT
800
Jump Trading
Illinois
– -$5.71M -27,587 Closed
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